Skip to main content

Tellering Account Search

Overview​

The Tellering Account Search feature provides tellers with fast, accurate customer and account lookup capabilities to initiate transactions quickly and efficiently during teller operations.

What It Does​

Enables tellers to search for customer accounts using various criteria like account number, customer name, phone number, or ID number, displaying account details, balances, and status for transaction processing.

Business Value​

  • Speed: Quick customer and account identification
  • Accuracy: Reduces errors from wrong accounts
  • Customer Service: Minimal wait time for lookups
  • Flexibility: Multiple search criteria options
  • Security: Validates account access permissions

Who Uses This Feature​

  • Tellers: Search accounts for transactions
  • Customer Service Representatives: Assist with account inquiries
  • Branch Staff: Verify customer information
  • Supervisors: Review account details

Key Capabilities​

  • Search by account number, name, phone, ID
  • View real-time account balances
  • Display account status and restrictions
  • Show multiple accounts per customer
  • Filter by account type
  • Access customer profile information
  • Support partial name matching
  • Quick result navigation

How to Use​

  1. Customer approaches teller
  2. Ask for account identifier (number, name, etc.)
  3. Enter search criteria
  4. Review search results
  5. Select correct account
  6. View account details and balance
  7. Verify account status is active
  8. Proceed with requested transaction

Common Use Cases​

  • Transaction Initiation: Find account for deposit or withdrawal
  • Account Verification: Confirm account details
  • Customer Inquiry: Look up balance or status
  • Multi-Account Selection: Choose from customer's accounts
  • Partial Information: Find account with incomplete data

Important Considerations​

  • Verify customer identity before sharing details
  • Multiple results require careful selection
  • Inactive accounts flagged clearly
  • Access restricted by user permissions
  • Privacy regulations apply
  • Search history may be logged
  • Real-time data critical for accuracy

Integration with Other Processes​

Supports:

  • All teller transaction types
  • Customer identification procedures
  • Account verification workflows
  • Transaction initiation